Trust Services

Through the Broker-Dealer Cambridge Investment Research, you have several Trust Service providers you can use. The service may include trust planning and administration, plus income and estate / gift tax assistance. Certain trusts can be geared towards children with Special Needs and to Charitable enterprises. You can find an independent corporate trustee to accept the responsibilities and potential liabilities of managing trust assets and obligations, instead of enrolling a family member or friend.

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for specific information regarding your individual situation. Some of this material was developed and produced by
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This communication is strictly intended for individuals residing in the states of AZ, GA, MD, NC, SC, VA, and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.